Maia Assistant
We have launched Maia Assistant, designed to help brokers stay proactive, compliant, and efficient.
Maia’s agents understand case context, lender status, and client type to surface relevant actions.
In the chat beacon on the bottom right hand side of your screen, you'll start seeing contextual nudges like:-
Fact Find - Detects when a client has not yet received or completed their Fact Find and prompts the broker to send or resend it.
Protection – Identifies when a Protection quote should be generated based on client stage and profile.
Lender – Tracks Decision in Principle (DIP) and offer statuses to suggest next steps.
Conveyancing – Introduces solicitor services and schedules client offer acceptance call.